OMNIA FAMILY WEALTH, LLC - Financial Advisor in Florida, Aventura

Tel: 305-602-9080 18851 Ne 29th Avenue Suite 400 Aventura, Florida 33180

About OMNIA FAMILY WEALTH, LLC

OMNIA FAMILY WEALTH, LLC is a Aventura, Florida based financial advisory firm with nearly $759,723,690 in assets under management and provides investment advisory services for 1015 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

170909

Firm SEC#:

801-79590

Assets Under Management:

$759,723,690

No. of Clients:

1015

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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